Sales And Marketing Intern

About the Role

Lakshya Financial Services is a financial solutions provider focused on broking, insurance, and wealth management services. The company helps clients navigate complex market dynamics and align investment strategies with their long-term financial goals. As a partner of Mirae Asset Sharekhan, Lakshya Financial Services offers access to advanced trading platforms and research-driven investment insights. Clients can choose from equity investing, comprehensive insurance plans, and mutual fund portfolios as part of a holistic financial planning approach.

This is a full-time, on-site role based in Ahmedabad, requiring active collaboration with the sales and marketing teams to meet targets and enhance client experience.

Key Responsibilities

• Support client acquisition and retention activities, including assisting with sales calls, customer outreach, and follow-ups.
• Introduce financial products and services.
• Explain benefits to prospective clients.
• Assist in preparing presentations and marketing materials.
• Assist in organizing client meetings.
• Gather feedback.
• Maintain accurate records in CRM or tracking systems.

Requirements & Tech Stack

• Proficiency in MS Office.
• Comfort using digital tools, trading platforms, or CRM systems.

Qualifications

• Strong Communication and Customer Service skills.
• Interest and foundational skills in Sales and Sales Management.
• Ability to assist in Training-related tasks such as preparing materials and supporting product knowledge sessions.
• Basic understanding of financial products (equity, mutual funds, insurance) or willingness to learn quickly.
• Detail-oriented, organized, and able to manage multiple tasks in a fast-paced environment.
• Currently pursuing or recently completed a degree in Business, Finance, Marketing, or a related field.
• Professional attitude, ethical conduct, and readiness to work on-site in Ahmedabad.